Appeals
I cannot ask my parent to apply for a PLUS loan? Do I have any other options in place of that loan?
What is... have them apply, get denied, get additional unsub OR check poverty limit and government benefit for override in additional unsub?
A student submitted their fafsa over a month ago and is calling to see why they haven't gotten any updates. You notice you can't pull up their ISIR, where do you go next?
What is...suspense management?
I'm due in October sealed with stamp. Without me, you'll see a big bill. What am I?
What is... Sibling Enrollment Verification?
A student comes on the first day of school to ask why they have not received their refund check yet. All their aid disbursed and they have no bill. Their rent is due tomorrow. How do you advise them? Why haven't they received their refund?
What is...check to see if they have a refund hold or if the check was sent to a different address than anticipated.
How much do we reduce tuition by for OPT?
What is... $1907
A student notices their aid is for half time but their bill is full time. What happened?
What is...the student did not enroll in the Official Part time program or the offices have not yet adjusted the bill?
A student's university grant is not disbursing. There is nothing outstanding on their to do list. Everything looks okay. Where do you go for a clue?
What is...Disburse Aid (see messages)?
What documents do I need to submit if my parent passed away and they were the main income earner in my home?
What is: a untx (w/tax docs) and a death certificate?
When do we check minimum enrollment for the quarter?
When is...3rd week census on add/swap drop day?
What does AIS stand for?
What is...Academic Information System?
A nonresident student calls letting you know that they have been financially independent for them self for two years now. What forms would we collect to revise their aid?
What is... call office of Reg to check if you qualify for in state aid AND give the steps for independent appeal, if applicable. We do not normally grant independent status from someone being financially independent.
"I said I wanted cal vet for the year, why don't I see it in my award summary?" Where do you go?
What is...customer accounts? Cal vet does not appear as the other awards on the award summary page so you need to go to customer accounts to see the waiver applied.
I am taking two classes at Cabrillo in the winter quarter while I take an online class here. What form do I complete?
What is...the Consortium Agreement?
A graduate student calls asking for an eta on when they will receive their aid. What you do say?
What is...Graduate students get packaged later because your fees are due later. We are waiting to run SAP on all graduate students at teh moment, once that is complete, we will be mass packaging unsubsidized loans for $20,500.
What are the office closing procedures?
What is: close windows, lock door, turn off light, transport docs to records, change stamps, change dates on sign in sheets, clean up?
What does a student need to submit when submitting a student budget increase for rent?
What is...the student budget increase form and a copy of their lease with their name on it?
A dreamer calls asking you to double check the amount of income they reported on their dream application. Where do you go?
Cal ISIR INAS
What forms do we need for a student attending UC Davis during winter quarter?
What is...UCD will be providing all aid during that quarter, no docs required? (trick question)
A student comes in asking to be placed on the late fee protection list. How do you approach this?
What is...read all comments and ask the student why they think we should do so? Depending on the situation, if it is office error/office delay as to why the bill has not yet been paid, then we can put them on the list. If there was any student error, we will not protect them.
What are the procedures to make an adviser appointment?
What is:
-ask std what their concern is and try assisting first
-if they insist on apt, check adviser availability
-write detailed explanation w/ ID number, phone number, and a note if they insisted to see the adviser
-notify the adviser if the apt is the next day
-including adviser and std in the invitation
A student received all F's for the quarter (Fall) and their aid was reduced as a result. The student calls to see if there is anything he could do to reverse the charges. Is there anything he can do?
What is....he can speak to his professors to contact our office vouching that the student attended courses but failed due to challenging material. The professors will email lowgrades@ucsc.edu. If the student is not able to get the professors to confirm his attendance, then the bill remains as posted.
A student comes in asking why he/she/they did not get packaged with Pell even with a 0 EFC. There are no comments but the adviser is out that day. Where do you go next?
What is...NSLDS Loan Data (the NSLDS Pell tab)?
What do we collect Petition to Extend Enrollment forms for specifically?
What is...to verify that the student is approved to stay longer so we can approve the student to receive more quarters of financial aid eligibility?
A student plans to withdrawal from the quarter. They ask for an estimate of a bill. How do you advise them?
What is....we do not provide estimates of withdrawal bills, but we can show them the withdrawal calculator on the website and they can do it themselves?
Put the following in sequential order:
Keying, DV, ISIR Load, Packaging, Simple/Complex, Budgets, FA Term
What is:
ISIR Load-->FA Term-->Budgets-->DV-->Keying
--> Simple/Complex--> Packaging